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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $323,069 |
SCHULTE ROTH & ZABEL LLP3+ years Service code 29 · EIN 13-2633996 | Legal | $179,812 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $158,568 |
CAREY R. WOOTON3+ years Service code 30 · EIN 22-6250252 | Direct payment from the plan; Employe... | $142,652 |
GOLDMAN SACHS1 year Filed as: KPS FUNDS Service code 28 485 LEXINGTON AVENUE 31ST FLOOR · NEW YORK, NY 10017 | Investment Management | $94,369 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $84,535 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $73,705 |
AMALGAMATED3+ years Filed as: ALICARE Service code 10 · EIN 13-3432221 | Accounting | $73,281 |
TERESA D. COLLINGS3+ years Service code 30 · EIN 22-6250252 | Direct payment from the plan; Employe... | $72,366 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $59,013 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.51% | 13.03%+0.5pp | 10.36%+3.1pp | 23.90%-10.4pp |
| Employer contribution / active EE | $17,059 | $15,779+8.1% | $37,738-54.8% | $16,539+3.1% |
| Participant deferral / active EE | $8 | $72-88.6% | $137-94.0% | $350-97.6% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |